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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.63% | | 5-Year Average Return: | 0.72% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.70% | |
Worst 1-Yr Total Return (2008): | -46.30% | |
Best 3-Yr Total Return (2005-7): | 11.04% | |
Worst 3-Yr Total Return (2006-8): | -12.74% |
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| 1-Year: | -8.00% | | 3-Year: | -4.43% | | 5-Year: | 1.02% | | 10-Year: | -2.16% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | AFGPX | Category | Diff | Index* | Diff | | Year To Date | 29.63 | 24.15 | 5.48 | 17.05 | 12.58 | | 1-Month | -1.69 | -2.25 | 0.56 | -1.86 | 0.17 | | 3-Month | 5.55 | 4.52 | 1.03 | 5.48 | 0.07 | | 1-Year | 17.92 | 15.35 | 2.57 | 9.80 | 8.12 | | 3-Year | -5.04 | -4.95 | -0.09 | -7.02 | 1.98 | | 5-Year | 0.72 | 0.99 | -0.27 | 0.33 | 0.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.19 | 42.81 | 2.38 | 45.76 | -0.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.63 | -17.14 | -3.49 | -18.25 | -2.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | AFGPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.30 | -40.67 | -5.63 | | 2007 | | | 18.70 | 13.35 | 5.35 | | 2006 | | | 4.23 | 7.05 | -2.82 | | 2005 | | | 10.68 | 6.71 | 3.97 | | 2004 | | | 4.79 | 7.81 | -3.02 | | 2003 | | | 33.74 | 28.66 | 5.08 | | 2002 | | | -33.37 | -27.64 | -5.73 | | 2001 | | | -12.85 | -22.30 | 9.45 | | 2000 | | | -15.74 | -13.05 | -2.69 | | 1999 | | | 32.61 | 38.87 | -6.26 |
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| PAST QUARTERLY RETURNS (%) FOR
AFGPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.74 | 15.67 | 14.84 | N/A | | 2008 | -13.68 | 0.74 | -15.92 | -26.55 | | 2007 | 2.55 | 7.00 | 7.66 | 0.48 | | 2006 | 1.18 | -4.57 | 0.82 | 7.08 | | 2005 | -2.94 | 3.70 | 7.90 | 1.91 | | 2004 | 1.60 | 0.90 | -7.57 | 10.60 | | 2003 | -0.61 | 17.05 | 2.76 | 11.88 | | 2002 | -3.46 | -15.70 | -20.50 | 2.99 | | 2001 | -11.52 | 6.91 | -18.37 | 12.86 | | 2000 | 10.28 | -6.57 | -3.88 | -14.92 | | 1999 | N/A | N/A | N/A | 20.92 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 396 | 1802 | 21.98 | | 1-Month | 585 | 1890 | 30.95 | | 3-Month | 715 | 1884 | 37.95 | | 6-Month | 420 | 1827 | 22.99 | | 1-Year | 369 | 1797 | 20.53 | | 3-Year | 648 | 1518 | 42.69 | | 5-Year | 561 | 1251 | 44.84 |
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0.34% Nasdaq 0.00%
Performance
